Allworth Financial’s Safehold SAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Buy |
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|
2025
Q1 | $4.64K | Buy |
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|
2024
Q4 | $984 | Buy |
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|
2024
Q3 | $1.02K | Hold |
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|
2024
Q2 | $860 | Hold |
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|
2024
Q1 | $804 | Buy |
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|
2023
Q4 | $468 | Sell |
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|
2023
Q3 | $855 | Sell |
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|
2023
Q2 | $15.2K | Sell |
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|
2023
Q1 | $18.1K | Buy |
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|
2022
Q4 | $1.58K | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
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